Iron Workers' Local No. 25 Pension Fund — Form 5500 plan (Board Of Trustees, Iron Workers Local No. 25)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Iron Workers' Local No. 25 Pension Fund is a benefit plan reported by Board Of Trustees, Iron Workers Local No. 25 under EIN 38-6056780 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,264 participants and $555,279,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Iron Workers Local No. 25
- EIN
- 38-6056780
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 5,264
- End-of-year plan assets
- $555,279,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,264 | H, C | 20250218170459NAL0003121313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $555,279,532
- Total liabilities (EOY)
- $2,327,542
- Net assets (EOY)
- $552,951,990
- Net assets (BOY)
- $545,197,507
Income & contributions
- Employer contributions
- $58,516,891
- Total contributions
- $58,516,891
- Total income / additions
- $86,304,970
Expenses & distributions
- Benefits paid
- $75,259,529
- Administrative expenses
- $3,290,958
- Total expenses
- $78,550,487
- Net increase / (decrease)
- $7,754,483
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of New York Mellon | NONE KNOWN | $619,918 | $0 | 2023 |
| Benesys, Inc. | NONE KNOWN | $478,924 | not reported in the loaded dataset | 2023 |
| National Investment Services Of Ame | NONE KNOWN | $259,029 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE KNOWN | $250,468 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $209,850 | not reported in the loaded dataset | 2023 |
| Blackrock Inst. Trust Co. N.A. | NONE KNOWN | $206,500 | $0 | 2023 |
| Nepc, LLC | NONE KNOWN | $167,083 | not reported in the loaded dataset | 2023 |
| Littler Mendelson Pc | NONE KNOWN | $149,457 | not reported in the loaded dataset | 2023 |
| Iron Workers Local No. 25 | PLAN ADMINISTRATOR | $124,847 | not reported in the loaded dataset | 2023 |
| Crescent Mezzanine Partners Viib Lp | NONE KNOWN | $0 | $88,257 | 2023 |
| Boyd Watterson Asset Management, Ll | NONE KNOWN | $74,534 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE KNOWN | $72,158 | not reported in the loaded dataset | 2023 |
| Taft Stettinius & Hollister Llp | NONE KNOWN | $58,366 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co. | NONE KNOWN | $43,427 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency, LLC | NONE KNOWN | $0 | $38,508 | 2023 |
| Dovenmuehle Mortgage, Inc. | NONE KNOWN | $34,676 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway & Nichols, Inc. | NONE KNOWN | $19,862 | not reported in the loaded dataset | 2023 |
| Hessian & Mckasy, P.A. | NONE KNOWN | $8,377 | not reported in the loaded dataset | 2023 |
| Crescent Mezzanine Partners Vib Lp | NONE KNOWN | $0 | $7,127 | 2023 |
| Principal Life Insurance Company | NONE KNOWN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Iron Workers Local No. 25
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Bank Of New York Mellon — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- National Investment Services Of Ame — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Blackrock Inst. Trust Co. N.A. — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Littler Mendelson Pc — Schedule C compensation
- Iron Workers Local No. 25 — Schedule C compensation
- Crescent Mezzanine Partners Viib Lp — Schedule C compensation
- Boyd Watterson Asset Management, Ll — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Taft Stettinius & Hollister Llp — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Marsh & Mclennan Agency, LLC — Schedule C compensation
- Dovenmuehle Mortgage, Inc. — Schedule C compensation
- Stefansky, Holloway & Nichols, Inc. — Schedule C compensation
- Hessian & Mckasy, P.A. — Schedule C compensation
- Crescent Mezzanine Partners Vib Lp — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation